Nonprofit · EIN 81-5199395
CAMALOTTE FOUNDATION
Tax-exempt · LAFAYETTE, CA 94549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $542,545 | $912,129 | -$369,584 | $16,639,209 | $152 | $16,639,057 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $535,312
- Net gain from sales of assets
- $7,233
Expenses
- Grants and similar amounts paid
- $815,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $844,397
- Excise tax on investment income
- $6,600
Balance sheet and other
- Total assets, start of year
- $15,637,630
- Total assets, end of year
- $16,639,209
- Total liabilities, end of year
- $152
- Net assets, end of year
- $16,639,057
- Fair market value of assets
- $18,513,708
- Qualifying distributions
- $844,397
- Net investment income
- $542,545
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES KOHLBERG 3527 MT DIABLO BLVD BOX 261, LAFAYETTE, CA 94549 | PRESIDENT, DIRECTOR | 0.25 | $0 |
| CASEY KOHLBERG 3527 MT DIABLO BLVD BOX 261, LAFAYETTE, CA 94549 | VICE PRESIDENT, DIRECTOR | 0.5 | $0 |
| ANGIE FERRIF 3527 MT DIABLO BLVD BOX 261, LAFAYETTE, CA 94549 | CFO, DIRECTOR | 2 | $0 |
| JOHN EASTBURN 3527 MT DIABLO BLVD BOX 261, LAFAYETTE, CA 94549 | SECRETARY, DIRECTOR | 0.06 | $0 |
| MADELEINE KOHLBERG 3527 MT DIABLO BLVD BOX 261, LAFAYETTE, CA 94549 | DIRECTOR | 0.25 | $0 |
| CHARLOTTE KOHLBERG 3527 MT DIABLO BLVD BOX 261, LAFAYETTE, CA 94549 | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 3559 MT DIABLO BLVD BOX 261, LAFAYETTE, CA 94549-8302
- In care of
- % JAMES A KOHLBERG
- Signed the 990-PF
- ANGIE FERRIF, CFO
- Phone
- (650) 463-1480
- Return prepared by
- ANDERSEN TAX LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-5199395
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $16,639,209
- Income (IRS master file)
- $5,597,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $343,688 | $775,711 | $14,087,117 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about CAMALOTTE FOUNDATION
- What is the EIN of CAMALOTTE FOUNDATION?
- The employer identification number (EIN) of CAMALOTTE FOUNDATION is 81-5199395.
- Is CAMALOTTE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to CAMALOTTE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAMALOTTE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAMALOTTE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAMALOTTE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CAMALOTTE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does CAMALOTTE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $542,545, expenses of $912,129 and total assets of $16,639,209 at year end.
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